Micaela Tuttle
Introduction
Introducing: Item Pivots for Scout's Dynamic Negotiation Analysis (DNA)! In DNA, the Scenario, Supplier, and Item Details tabs provide a great, high level summary of Sourcing Event's. Frequently, Sourcing Teams will find it useful to slice this data for a different view. Many of Scout's advanced DNA users are masters of Pivot Tables in Excel. Item Pivots in Scout will give our Sourcing Teams a similar experience in the Scout platform and help them to better understand their data.
What we will cover:
The Benefits of Item Pivots in DNA
A few of the main benefits of using Item Pivots in DNA include:
- Item Pivots offer Excel-esque functionality with a similar look and feel so that Scout users can easily group data together.
- A decrease in the time needed to analyze Event data so that Scout users can quickly extract actionable insights.
- DNA Item Pivots will provide more flexibility in how Scout users can view their data.
- Item Pivots are especially useful if Sourcing Teams are running complex Events with different sections, categories, etc.
Item Pivots Capabilities (and how to use it)
Item Pivots will be available for all DNA users. Utilizing Item Pivots will allow Sourcing Teams to group rows based on column data points. Some common examples for row groupings include Section, Location, Category, etc. Also, Scout offers the functionality to export the Item Pivot into Excel. It is important to note that the grouping and structure of the exported Pivot table will not save and that the Item Pivot will not persist for different Scout users.
Now, let's walk through how to use Item Pivots in Scout!
1. Navigate to the closed Event that you would like to like to use DNA Item Pivots on. Then, click on the "Analyze Bids" button in the Event Dashboard:
2. On the Analysis Page, click on the "Item Pivot" tab:
3. Click on the "Setup Pivot" button.
4. On this menu, select the columns that you would like to manipulate in the Item Pivot and click "Update View."
5. Note that this populates a Pivot Table based off of the order of "Row Groups."
6. Note here that you are able to close the Item Pivot filters by clicking on "Columns" as highlighted below. Also, you are able to click on the drop down arrows within the first Pivot Table column to view more in depth data.
7. You can expand the Pivot Table filters by clicking on the edge of the menu and dragging it as far as preferred. You are able to check and uncheck columns that you would like to view, click and drag items in the "Row Groups" section to change the order in which the data is summarized (same with the "Values" section), and you can update the "Values" section formulas by clicking on them. The formula options for "Values" are First, Count, Avg, Max, Min, and Sum. You are able to remove "Row Groups" and "Values" by clicking on the "X" button within each.
8. Lastly, if you would like to export this data, click on the "Export" button on the far left side of the Analysis Page. Please remember that the Pivot Table will not translate into the export.
Conclusion
You are now ready to leverage your DNA Item Pivots knowledge! It is now easier than ever to select the data that you would like to manipulate and choose how you would like to view it.
For more information on DNA, please view the DNA Section of our Knowledge Base.